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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
626
Smith, Moore & Co
Missouri
$1.05M +$84.1K +3,306 +8%
FWSM
627
First Wilshire Securities Management
California
$1.05M – – –
CNFG
628
Creegan & Nassoura Financial Group
New Hampshire
$1.04M +$1.11M +43,557 New
HAIM
629
Hunter Associates Investment Management
Pennsylvania
$1.04M +$1.1M +43,398 New
SWRP
630
Summit Wealth & Retirement Planning
California
$1.04M -$28.4K -1,116 -3%
GGS
631
Galvin Gaustad & Stein
Arizona
$1.03M +$8.62K +339 +0.8%
RWM
632
RKL Wealth Management
Pennsylvania
$1.03M +$39.4K +1,548 +4%
CAI
633
Capital Advisors Inc
Oklahoma
$1.03M +$457K +17,946 +71%
FA
634
FDx Advisors
Illinois
$1.03M -$10.6K -417 -1%
PCMC
635
Private Capital Management (Colorado)
Colorado
$1.03M – – –
SWP
636
Summit Wealth Partners
Florida
$1.02M +$551K +21,648 +102%
SMG
637
Smart Money Group
Texas
$1.01M +$8.55K +336 +0.8%
BAAM
638
Baker Avenue Asset Management
California
$999K +$2.21K +87 +0.2%
TFA
639
Teamwork Financial Advisors
Texas
$990K +$76.7K +3,015 +8%
GF
640
Gries Financial
Ohio
$986K – – –
CS
641
Capital Square
Tennessee
$972K +$50.7K +1,992 +5%
KC
642
Kingfisher Capital
North Carolina
$970K +$18.5K +726 +2%
FTUS
643
Flow Traders U.S.
New York
$965K +$368K +14,457 +56%
FHC
644
First Heartland Consultants
Missouri
$959K +$35.8K +1,407 +4%
SWA
645
Strategies Wealth Advisors
Michigan
$959K +$3.05K +120 +0.3%
WKSWA
646
White Knight Strategic Wealth Advisors
New Jersey
$957K +$382K +15,003 +60%
MAS
647
Madden Advisory Services
Florida
$957K +$580K +22,818 +132%
ACM
648
Absolute Capital Management
Pennsylvania
$956K -$555K -21,810 -35%
PL
649
Plancorp LLC
Missouri
$956K +$49.4K +1,941 +5%
HPWM
650
Highland Private Wealth Management
Washington
$954K -$10.3K -405 -1%
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